Investor Services Analyst 11847

Investor Services Analyst 11847

Posted By
  • Investor Relations
  • New Jersey
  • Posted 6 months ago

Company Info: Leading fund administrator based in New Jersey


  • Manage client issues from discovery through resolution, demonstrating ability to triage issues and manage client expectations.
  • Assist with project management of new client implementations with a focus on business requirements and data migration.
  • Develop relationships with assigned clients and a deep understanding of clients’ business practices to effectively provide world-class support.
  • Cultivate internal relationships with business and technical teams collaboratively to enlist their help with client support.
  • Assist with the execution of a client communication strategy that drives clients’ usage of the TNR product.
  • Conduct pre-sales product demonstrations, assist with RFP responses, and the design and setup of proofs of concept for prospective clients.
  • Manage the on-going update of software documentation including release notes, system requirements documents, and ‘help’ topics.
  • Help define, implement, monitor, and report operational metrics for client support


  • Excellence in analytical thinking, problem solving, communication, planning & organization and judgment.
  • 3+ years relevant work experience, strong consideration given to candidates with fund accounting experience.
  • Ability to successfully multi-task in the face of ambiguity, switching gears as priorities shift.
  • Willing and able to address escalated client issues with speed and urgency.
  • Ability to achieve consensus among different constituents.
  • Experience managing client relationships strongly desired.
  • Technically savvy with strong command of Office products.
  • Ability to collaborate within the organization and across the client base.


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